Collaboration Survey -- Please Give Us Your Thoughts

Managing Collaboration Between Estate Planning Attorneys & Financial Professionals

We are conducting another online survey research project. Our goal is to facilitate effective and enjoyable working relationships between estate planning attorneys and financial planners, to identify and effectively manage obstacles that are common to the collaborative process. Your answers will help us help others with honest discussion, communication and education. Everyone who participates will receive a free copy of the final survey report.

To participate, please register online at: http://www.estateplanningpartners.com/Referral_Survey.html

We will not sell, distribute or share your contact information with anyone outside of Integrity Marketing Solutions, and ask for it only for our own purposes to ensure accuracy of the data and to send you the final survey report when it is compiled.

PS -- You may recall that in 2005 we presented the results of our Practice Strategies survey at the Southern California Tax & Estate Planning Forum. Articles with the survey results also appeared in a number of industry publications. By participating, you may have the opportunity to also participate in any possible articles for publication in the financial or legal press. Sharing this survey article with your current and potential referral sources can be a great marketing tool, and a terrific educational opportunity as well.